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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,026 | $82,674-2.0% | $125,381-35.4% | $68,486+18.3% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.4%+4.4pp | 67.9%+18.9pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $5,350 | $3,382+58.2% | $4,815+11.1% | $2,597+106.0% |
| Participant deferral / active EE | $12,131 | $6,111+98.5% | $7,448+62.9% | $4,028+201.2% |
| Admin fee / account holder | $2,100 | $6,277-66.5% | $10,007-79.0% | $5,404-61.1% |